A - B - C - D - E - F - G - H - I - L - M - N - O - P - Q - R - S - T - U - V - W

A

accounts, managing

about and Accounts screen's views   1

account addresses, adding   1

account information, adding   1

activities, associating with accounts   1

creating accounts   1

opportunities, adding to an accounts   1

scenario   1

activities

about   1

associating with accounts   1

contact participants, specifying   1

contacts, associating with activities   1

creating activities   1

delegating activities   1

employee participants, specifying   1

general activities, adding using the Calendar view   1

applet classes, list of   1

Applet print tag   1

applets

default behavior, overriding   1

form applets, designing   1

list applets, designing   1

multiple-applet views, toggling between   1

print applets, designing   1

Print buttons, configuring   1

printing, configuring   1

screen allocation   1

toggling between   1

URLs in applet fields   1

application memory, increasing   1

application-level menu

about   1

architecture

five layers described   1

asterisk (*), meaning in forms and applets   1

Auto Order

creating order from quote   1

Order Entry - Line Items view fields   1

Order Entry - Order business component fields   1

Service Products copied fields   1

auto pop-up list

using, about   1

Auto Quote

about using   1

AutoQuote method values   1

creating a quote   1

quote items, adding   1

quote items, deleting   1

automatic backup

after synchronization   1

Back to top

B

Back button, about   1

backing up data

about   1

automatic backup after synchronization   1

database backup parameters, editing   1

database backup, about enabling   1

database backup, setting up   1

external media, backing up to   1

restoring data from a backup   1

restoring from a backup, about   1

troubleshooting   1

barcode scanning, preparing handheld application for   1

Billing field, about supporting   1

business component classes

list of component classes   1

business components

list of supported components   1

business object declarations, setting PDQ examples   1

business object filters

configuring   1

buttons

about and behavior   1

Back to top

C

calendar

customizing, about   1

viewing   1

Calendar view

using to add general activities   1

Cell print tag   1

client

installation, troubleshooting backup and restore   1

performance troubleshooting   1

columns, working with   1

Comment print tag   1

CompactFlash card

backing up to, about   1

handheld application, about installing from   1

installation, setting up on   1

stand-alone installer, creating   1

Companion Sync

administration of   1

Companion Synchronization

checklist, using to troubleshoot   1

handheld application, using to install   1

handheld, using with   1

log files, using for troubleshooting   1

note, synchronizing to the Siebel Server   1

using to deploy patches   1

companion synchronization server, described   1

configuration file

See also Specifying Views for the Handheld Application

default views, specifying   1

directives, about   1

configuring

Siebel Handheld client   1

Web Client and Handheld Client, differences in configuring   1

conflicts

See Preventing Synchronization Transaction Conflicts with Siebel Handheld

Contacts screen views

accessing to manage contacts   1

contacts, managing

about   1

activities, associating with contacts   1

adding contacts   1

contact participants, specifying   1

Contacts screen views, accessing to manage contacts   1

opportunities, associating contacts with   1

opportunity, associating with a contact   1

scenario   1

customer relationships, managing

about   1

activities, about   1

activities, delegating   1

activity, creating   1

contact participants, specifying   1

contacts, associating with activities   1

employee participants, specifying   1

general activities, adding using the Calendar view   1

scenario   1

Back to top

D

data

automatic backup after synchronization   1

backing up, about   1

columns, working with   1

Companion Synchronization, synchronizing handheld client for   1

Companion Synchronization, using with handheld   1

Direct Server Synchronization, using with handheld client   1

entering, about   1

exporting   1

Find, about using   1

queries, about   1

queries, creating   1

queries, executing   1

queries, refining   1

restoring data from a backup   1

Siebel Handheld Synchronization, using with handheld client   1

synchronizing data, about   1

data filtering

developing data filters, steps   1

pick applet, data filtering for   1

Sales Handheld PDQ filters   1

database backups

about   1

automatic backup after synchronization   1

database backup parameters. editing   1

enabling, about   1

restoring data from a backup   1

setting up database backups   1

troubleshooting   1

DDvP

See Handheld Synchronization Servers

default sync filters, about   1

deleting

quote line items   1

Direct Server Sync via Proxy, about   1

Direct Server Synchronization

See also Stand-Alone Deployments

about   1

about and diagram   1

checklist, using to troubleshoot   1

described   1

handheld application, using to install   1

handheld client, using with   1

log files, using for troubleshooting   1

network performance, troubleshooting   1

patches, using to deploy   1

server performance, troubleshooting   1

Direct Server Synchronization (DDS) infrastructure

DDS components, about installing   1

DSS object manager configuration file, editing   1

hardware and network configuration, recommended   1

multiple synchronization servers, using   1

planning, about   1

server logging levels, configuring   1

server process management, optimizing   1

server topology overview   1

Siebel Server installer, using   1

synchronization performance and scalability, about   1

synchronization security, about   1

direct synchronization server, described   1

Divider print tag   1

documents, defining   1

downloading patches   1

drilldowns, about   1

DSS object manager configuration file, editing   1

dynamic hyperlink, about   1

Back to top

E

ellipsis, and expandable fields   1

employee participants, specifying   1

end user error messages

See End User Error Messages

EndofLine print tag   1

error data, accessing   1

error messages

See End User Error Messages

errors

general synchronization errors   1

synchronization transaction conflicts   1

expenses, tracking

detailed line items, adding   1

expense report, creating   1

expense report, submitting   1

procedures, about   1

exporting data   1

extended insert processing

about and synchronization   1

enabling   1

extended pick processing

about and synchronization   1

enabling   1

external media

backing up to   1

handheld application, about installing from   1

stand-alone installer, creating   1

Back to top

F

features, new   1

Find

about using   1

Footer print tag   1

form applets, configuring

about   1

designing, about   1

group boxes, about   1

labels, about   1

layout sequence   1

Format print tag   1

Forward button, about   1

Back to top

G

general sync filters, about   1

GetCount print tag   1

GetDate print tag   1

GetField print tag   1

GetRegistry print tag   1

GetTime print tag   1

GetTotal print tag   1

global user properties, list of   1

GotoView method, using   1

group boxes, about configuring   1

guidelines

Siebel Handheld client screen, about designing for   1

Siebel Handheld client, configuration guidelines   1

Siebel Handheld, recommended configuration guidelines   1

Back to top

H

handheld device logs

list of log files   1

synchronization errors, logging   1

handheld interface

See Components of the Siebel Handheld Interface

Header print tag   1

help

Siebel Expert Services, about using   1

Siebel Professional Services, about using   1

History arrows, about   1

Home Page applet, using   1

Hotel expense tax itemization

about supporting   1

hyperlinks, about   1

Back to top

I

installing

barcode scanning, preparing handheld application for   1

CompactFlash card. setting up installation on   1

Companion Sync, using to deploy patches   1

database backup parameters, editing   1

Direct Server Sync, using to deploy patches   1

Direct Server Sync, using to install handheld application   1

external media, about installing from   1

external media, backing up to   1

install directory, changing   1

patches, about distributing   1

patches, downloading   1

print templates in the Install directory   1

process of installation   1

read-only files, changing attributes   1

reinstalling the handheld application   1

restart parameter, setting   1

restoring from a backup, about   1

setup.ini file, editing   1

software on handheld. about   1

stand-alone installer, creating   1

SyncURL, changing   1

uninstalling handheld application   1

upgrade kits, creating to remotely deploy patch files   1

upgrading the handheld application   1

user database backup, about enabling   1

user database backup, setting up   1

using Companion Sync users to install handheld application   1

Integrated Sync

handheld client, synchronizing for Companion Synch   1

synchronizing data, and   1

interface

application-level menu   1

components, about and diagram   1

expandable fields   1

Minimize button   1

More Info view, navigation level   1

Queries drop-down list   1

screens menu, about   1

screens menu, navigation level   1

Show drop-down list, about   1

Show drop-down list, navigation level   1

Siebel toolbar, about   1

Siebel toolbar, customizing   1

status bar   1

toggling between applets   1

URLs in applet fields   1

Back to top

L

labels, about configuring   1

list applets, configuring

about   1

designing, about   1

recommended strategy   1

log files

Companion Sync logs, using for troubleshooting   1

Direct Server Sync logs, using for troubleshooting   1

handheld device logs, using for troubleshooting   1

Back to top

M

MarginBottom parameter   1

MarginLeft parameter   1

MarginRight parameter   1

MarginTop parameter   1

Maximize Minimize Applet button, about   1

media

external media, backing up to   1

handheld application, about installing from external media   1

stand-alone installer, creating   1

memory, increasing   1

menu bar, about   1

methods

AutoOrder method   1

AutoQuote method fields   1

AutoQuote method values   1

Mileage expense type

about supporting   1

Minimize button, about   1

More Info View

navigation level   1

multiple synchronization servers

about using   1

Multi-Value Group applet, support of   1

Back to top

N

naming conventions, about   1

network performance, about   1

new features   1

Back to top

O

opportunities

adding to an account   1

contact, associating with an opportunity   1

contacts, associating with an existing opportunity   1

creating opportunities   1

defined and examples   1

opportunity quotes, about   1

product, associating with an opportunity   1

sales methods, about   1

scenario   1

orders, managing

about   1

Auto Order, creating orders from quote   1

manually create an order   1

order line items, adding   1

terms and totals, adding   1

Back to top

P

Page Break print tag   1

PaperHeight parameter   1

PaperSize parameter   1

PaperWidth parameter   1

parent form applet, about   1

PatchAgent, about   1

patches

Companion Sync, using to deploy patches   1

Direct Server Sync, using to deploy patches   1

distributing, about   1

downloading   1

read-only files, changing attributes   1

synchronizing data, and   1

upgrade kits, creating to remotely deploy patch files   1

PDQ filters, administration

Companion Sync, about   1

Direct Server Sync mode, about   1

PDQs

Queries drop-down list, and   1

performance

application memory, increasing   1

client performance, about   1

handheld screen, about designing for   1

improving by identifying user activities   1

improving performance, about   1

network performance, about   1

server performance, about   1

SQLTrace and synchronization   1

pick applets, data filtering for

about   1

business object declarations, setting examples   1

configuration file directives   1

Popup Visibility Type setting, overriding   1

visibility, designating   1

Picture print tag   1

pop-up lists

auto pop-up lists, about using   1

Popup Visibility Type setting, overriding   1

predefined queries

Queries drop-down list, and   1

Predefined Queries (PDQs)

general and default PDQ filters, described   1

preferences

setting user preferences   1

print applets

designing, about   1

Print buttons, configuring   1

print tagging language

See Overview of Siebel Handheld Print Tagging Language

print templates

Applet print tag   1

Cell print tag   1

Comment print tag   1

creating print templates   1

Divider print tag   1

EndofLine print tag   1

Footer print tag   1

Format print tag   1

GetCount print tag   1

GetDate print tag   1

GetField print tag   1

GetRegistry print tag   1

GetTime print tag   1

GetTotal print tag   1

Header print tag   1

Install directory. installing in   1

Page Break print tag   1

Picture print tag   1

print template file, creating overview   1

SetVariable print tag   1

Static Text print tag   1

Title print tag   1

variables, example using in template   1

views, associated with   1

PrinterBaudrate parameter   1

PrinterCompressed parameter   1

PrinterDensity parameter   1

PrinterDither parameter   1

PrinterDraftMode parameter   1

PrinterFormFeed parameter   1

PrinterHandshake parameter   1

PrinterOrientation parameter   1

PrinterPort parameter   1

PrinterType parameter   1

printing

handheld application, printing with   1

quotes   1

printing, configuration settings

default printing settings, list of   1

MarginBottom parameter   1

MarginLeft parameter   1

MarginRight parameter   1

MarginTop parameter   1

PaperHeight parameter   1

PaperSize parameter   1

PaperWidth parameter   1

parameters and syntax   1

PrinterBaudrate parameter   1

PrinterCompressed parameter   1

PrinterDensity parameter   1

PrinterDither parameter   1

PrinterDraftMode parameter   1

PrinterFormFeed parameter   1

PrinterHandshake parameter   1

PrinterOrientation parameter   1

PrinterPort parameter   1

PrinterType parameter   1

printing, configuring

about   1

applet, configuring for printing   1

documents, defining   1

form applets, designing   1

list applets, designing   1

print applets, designing   1

Print buttons, configuring   1

print templates, creating   1

products

associating with an opportunity   1

projects

naming conventions, and   1

Back to top

Q

queries

about using   1

creating a query   1

executing   1

refining   1

Queries drop down list, about   1

quotes, developing

about   1

Auto Order, creating from quote   1

Auto Quote, about using   1

Auto Quote, creating a quote   1

creating quotes   1

developing quotes scenario   1

opportunity quotes, about   1

printing quotes   1

quote item, adding   1

quote item, deleting   1

Back to top

R

read-only files

changing attributes for upgrade kits   1

record navigation buttons   1

records, navigating a list of

about   1

Back and Forward buttons   1

History arrows   1

record navigation buttons   1

reinstalling the handheld application   1

reports

expense report, creating   1

expense report, submitting   1

views, associated with   1

repository

compiling   1

restart parameter, setting   1

restoring data

from a backup   1

troubleshooting   1

Back to top

S

Sales Handheld PDQ filters

about   1

sales methods, about   1

screens

designing screens for Siebel Handheld, about   1

screen allocation   1

views, list of   1

screens menu

about   1

navigation level   1

scripting

deactivating scripts, about   1

user interface methods, calls to   1

server installation

Direct Server Synchronization (DDS), about installing   1

Direct Server Synchronization (DDS), using Siebel Server installer   1

DSS object manager configuration file, editing   1

hardware and network configuration, recommended   1

multiple synchronization servers, using   1

planning for, about   1

server logging levels, configuring   1

server process management, optimizing   1

server topology overview   1

synchronization performance and scalability, about   1

synchronization security, about   1

server logging levels, configuring   1

server performance, troubleshooting   1

server process management, optimizing   1

ServiceCE Generic, about   1

setup.ini file, editing   1

SetVariable print tag   1

Shipping field, about supporting   1

Show drop-down list

about   1

navigation level   1

Siebel Anywhere

using to create upgrade kits   1

Siebel eScript

issues and validation   1

Siebel Expert Services

about using   1

Siebel Handheld Client

application memory, increasing   1

auto-pop-up list, using   1

compiling the repository   1

configuration guidelines   1

configuration guidelines, recommended   1

Direct Server Synchronization, using with handheld client   1

form applets, about configuring   1

general synchronization errors   1

handheld screen, about designing for   1

Home page applet, about   1

hyperlinks, about   1

improving performance, about   1

list applets, configuring   1

menu bar, about   1

Multi-Value Group applet, support of   1

printing, configuring   1

process of configuring   1

scripting, about   1

Siebel Web Client, differences in configuring   1

status bar, about   1

synchronization conflicts, preventing   1

synchronization transaction conflicts   1

synchronizing for Companion Synch   1

testing the handheld application   1

toolbars, about   1

unsupported functions   1

user functionality, defining   1

user interface elements, about configuring   1

Siebel Handheld projects

about creating and naming conventions   1

Siebel Handheld Synchronization

application memory, increasing   1

Companion Synchronization, using with handheld   1

Direct Server Synchronization, using with handheld client   1

general synchronization errors   1

handheld client, synchronizing for Companion Synch   1

handheld client, using   1

improving performance, about   1

synchronization transaction conflicts   1

Siebel Handheld upgrade kit

creating upgrade kit   1

read-only files, changing attributes   1

Siebel Mobile Web Client

Companion Sync, using to deploy patches   1

installation, about   1

read-only files, changing attributes for upgrade kits   1

upgrade kit, creating   1

Siebel Professional Services

about using   1

Siebel Server installer

DSS component, using to install   1

DSS object manager configuration file, editing   1

server logging levels, configuring   1

server process management, optimizing   1

Siebel toolbar

about   1

customizing   1

Siebel Visual Basic (VB)

issues and validation   1

Siebel Web Client

Multi-Value Group applet, support of   1

scripting, issues and validation   1

Siebel Handheld client, differences in configuring   1

unsupported functions   1

signature capture

enabling, about and screen capture buttons   1

signature capture applet control user properties   1

software

about installing on handheld   1

SQLTrace, enabling   1

.SRF file

compiling repository file   1

stand-alone installer, creating   1

Static Text print tag   1

status bar

application window, appears at bottom of   1

toolbar, located above   1

submitting

expense report   1

synchronization

Direct Server Sync via Proxy, about   1

Direct Server Sync, about and diagram   1

methods and architecture   1

overview   1

servers, types of   1

synchronization, conflict handling and recovery

about   1

error data, accessing   1

extended insert pick processing, about   1

extended insert pick processing, enabling   1

extended pick processing, about   1

extended pick processing, enabling   1

synchronizing

application memory, increasing   1

automatic backup after synchronization   1

Companion Synchronization, using with handheld   1

data, about   1

Direct Server Synchronization, using with handheld client   1

general synchronization errors   1

handheld client, synchronizing for Companion Synch   1

handheld synchronization errors, logging   1

improving performance, about   1

multiple synchronization servers, using   1

performance and scalability, about   1

resynchronization problems, troubleshooting   1

security, about   1

Siebel Handheld Synchronization, using with handheld client   1

synchronization conflicts, preventing   1

transaction conflicts   1

troubleshooting, about problems caused by   1

SyncURL, changing   1

Back to top

T

technical support

Siebel Expert Services, about using   1

Siebel Professional Services, about using   1

templates

print templates, creating   1

print templates, views associated with   1

terms, adding to order line items   1

testing the handheld application   1

timeout parameter

Windows 2000, changing on   1

Windows NT, changing on   1

Title print tag   1

toggling between applets   1

toolbars

about   1

configuring   1

customizing   1

toolbar functions   1

totals, adding to order line items   1

troubleshooting

client installation, backup, and restore   1

client performance, about   1

Companion Sync checklist, using   1

Companion Sync log files   1

Direct Server Sync checklist, using   1

Direct Server Sync log files   1

general synchronization errors   1

handheld device logs   1

network performance, about   1

resynchronization problems   1

server performance, about   1

Siebel Expert Services, about using   1

Siebel Professional Services, about using   1

SQLTrace, enabling   1

synchronization transaction conflicts   1

synchronization, about problems caused by   1

timeout parameter, changing on Windows 2000   1

timeout parameter, changing on Windows NT   1

Back to top

U

ui

See Configuring User Interface Elements in Siebel Handheld

uninstalling the handheld application   1

upgrade kits

creating to remotely deploy patch files   1

read-only files, changing attributes    1

upgrading

handheld application   1

preparing to upgrade   1

URLs

in applet fields,   1

user functionality, defining

about   1

user interface elements, configuring

about   1

auto pop-up lists, about using   1

buttons, about and behavior   1

form applets, about configuring   1

Home Page applet, about   1

hyperlinks, about   1

list applets, about configuring   1

menu bar, about   1

status bar, about using   1

toolbars functions   1

toolbars, about configuring   1

user interface methods

calls to business component script   1

user preferences

about customizing   1

user properties

global user properties, list of   1

list of   1

Back to top

V

views

default behavior, overriding   1

designing views for Siebel Handheld, about   1

drill-down only   1

new views, adding   1

print templates or reports, associated with   1

visibility, designating   1

Back to top

W

Web server timeout errors

timeout parameter, changing on Windows 2000   1

timeout parameter, changing on Windows NT   1

Windows

timeout parameter, changing on Windows 2000   1

timeout parameter, changing on Windows NT   1

Back to top